CSI Lawyer 12.1 update package 11.6.25

We’ll publish today a new CSI Lawyer 12.1 update package. The version fixes the following software defects reported by our customers, offers a new Visma.net bookkeeping integration and also brings some enhancements to the Hogia bookkeeping integration.

Software defects corrected

Matters

• In the My Favorites view of the Matters folder, sorting the list alphabetically did not work. Grouping broke the sorting if they were done in different columns. When done in the same column, the problem did not occur.

Transactions

• The long transaction text did not wrap in the Transactions folder of the preliminary invoice. After the correction, the entire transaction text is displayed as wrapped the same way as in the former software versions.

Invoicing

• The quick preview of the preliminary invoice could not handle the exceptional currency of the preliminary invoice payer correctly, which caused incorrect amounts on the preliminary invoice.
• In the mass printing of invoices, the text was missing from the notes containing the invoice PDF, and in the mass printing of payment reminders, the note text was incorrect, and the note was not saved as archived.

Reporting

• The Open Customer Funds report retrieved customer account information from the old account number field. This field has been removed from the Customer Fund Account window, so it is empty for new accounts. The report now always shows the account number saved in the IBAN field.
• The reporting views regarding the invoicing of main and sub-matters have been updated. Should you get an error message after the update, please be in touch with the CSI support team.

Add-ons

• The CSI software crashed when the subcontracting add-on (CSI.ModulePlugin.AssignmentSubContracting) was installed.
• There were errors in the Swedish translations of certain components in the CountryPackage Sweden plugin.

New features

Visma.net bookkeeping integration

A productized integration has been made to the Visma.net bookkeeping application, offering the same functionality as other productized bookkeeping integrations of CSI. The integration transfers the following information between systems:

CSI > Visma.net

• Matters (and customers)
• Normal and credit invoices

Visma.net > CSI

• Purchase invoices as expenses
• Payments

The integration does not take into account advance invoices or cost center dimensions.

Changes to the handling of dimensions in the Hogia integration

Hogia has two default dimensions, Resultatenhet and Kostnadsbärare.

In the integration, it is now possible to choose for each dimension whether to send a) the cost center of the matter owner at the invoice level, or b) nothing. If the cost center of the owner is sent, it appears as the dimensions of the account receivables (kundfordringar/accounts receivable, usually account number 1510) line of the invoice transferred to Hogia.

For each dimension, it is also possible to choose whether to send the value according to the normal dimension handling of the invoice rows or a “hardcoded” override value along with the expenses to Hogia.

Normally, the values specified in the settings marked in green below are sent for all invoice rows, both for transactions and expenses. The cost center number is retrieved either from the invoice line or from the matter owner, and the values sent can vary per invoice/invoice row.

However, if values have been selected in the fields marked in yellow below, they are used for expenses. In that case, the cost center number is directly entered for each expense row.